Under the dual pressures of energy shortage and environmental degradation, renewable energy has received unprecedented attention. As a new force in the field of renewable energy, the photovoltaic industry has become one of the fastest growing high-tech industries in the world. However, the sudden financial crisis at the end of 2008 brought a huge disaster to this emerging industry that is still in the growth stage. Many companies have suffered large losses and even closed down. Due to the disadvantage of “two heads outsideâ€, China's photovoltaic industry can be described as the hardest hit in the financial crisis. According to data from China Investment Consulting's Energy Industry Research Department, in the last few months of 2008, 350 PV companies in China closed down.
Faced with such a "cold" winter, people can't help wondering if China's photovoltaic industry can support it? Will the prospect of the photovoltaic industry be bright?
"The international financial crisis is not to bring a cyclical winter to the photovoltaic industry, but to make this industry return to rationality. Therefore, the current market competition is definitely fierce, which is the stage that any industry must experience. After all, hundreds of the world Home and even thousands of companies compete in the same industry. This is neither healthy nor justified. 2009 is the return and adjustment year of the photovoltaic industry, and excellent companies will maintain the sustainability of their development, and some Companies with large burdens and poor management may face great pressure.†This is the answer given by Gao Jifan, chairman and CEO of Trina Solar Co., Ltd., a domestic photovoltaic leader.
PV industry investment return rate is still rising
Gao Jifan recently accepted an interview with Jiang Qian, an energy industry analyst with CIC. He admitted that the biggest threat to the PV industry caused by the international financial crisis is the pressure of bank credit. He said to Jiang Qian: "From February to March this year, I spent a month in Europe and conducted face-to-face communication with local bank executives. The feedback was that solar energy is a strategic development in Europe. Directions, so they will tilt to this area as much as possible. Take a European bank as an example, their investment in the photovoltaic industry this year will increase by 50% to 100% compared with last year."
Gao Jifan expects that the price of solar modules will decline this year. Compared with the same period of last year, the price of components has dropped by about 30%. However, the decline in photovoltaic prices is much smaller than the price of solar modules. Germany has only dropped by 9 percentage points. It can be seen that despite the decline in component prices, the return on investment of photovoltaic power plants has increased significantly. Therefore, although the photovoltaic power plant project is now experiencing credit pressure, due to the high return on investment, the capital of all parties is still gathering in this field. In the second half of this year, there will definitely be very good recovery growth.
To build a Fortune 500 company needs policy support
Gao Jifan said: "In 2008, China's PV production accounted for about 30% of the global market, and it ranks first in the world in terms of production capacity. I believe that it will continue to grow in the future, but only if our governments at all levels can develop solar energy. As an important direction, the solar industry is China's leading high-tech industry in the world. If the government can raise it to the national level as a strategic industry, the share of Chinese products will account for more than 50% in the next three to five years. â€
2009 is the year of China's PV industry, and the application of China's PV is currently in a development stage. From a global perspective, China will certainly become one of the major markets for solar photovoltaic power generation in the world. In the next three to five years, Gao Jifan said that it is possible for China to increase to 10% of the global market in the next three to five years. By 2012, it is possible that the annual installed capacity of photovoltaic power generation in the country will reach 1.5-2.5GW.
Gao Jifan believes that there are two key points for the country to support industrial development. First, for the market, it is necessary to implement the subsidy policy that is now introduced. This will not only affect Chinese enterprises, but also other countries in the world that promote renewable energy, because China's solar energy application. The growth of the market will strengthen the confidence of investors. Second, the central government and some provinces with good industrial bases should regard the photovoltaic industry as a strategic industry. Jiangsu Province has already started to develop a support plan for the photovoltaic industry. On this basis, we must add a little more. In addition to the support policies for the whole country, we must also support some leading enterprises. It takes about 10 years to train these leading enterprises (or support them to put themselves in themselves). Developed into a Fortune 500 company, just as South Korea supported Samsung and other companies. It is entirely possible for two or three companies in China's solar photovoltaic industry to achieve sales of tens of billions of dollars in 10 to 15 years, but rely on the support of various forces. In the photovoltaic industry, there will be a Fortune 500 company and a professional company. The key is whether it is in China or abroad.
Trina Solar will expand its domestic market
Gao Jifan also revealed that, like most solar cell manufacturers in China, most of Trina Solar's market is abroad. In 2008, Trina Solar's sales in Germany and Spain each accounted for about 30% of the company's total sales, while the Italian market also accounted for more than 20% of the company's total sales. The share of the US market in Trina Solar is not too large, and it was less than 5 percentage points in 2008. However, it is expected that there will be a large increase in business in the United States this year, because the United States regards new energy as an engine of its economic recovery. According to President Obama’s new energy policy, 10% of US electricity consumption will come from 2012 by 2012. Renewable Energy. In 2009, our goal was to increase the US market share of total company sales to around 15%.
As for the domestic market, he said, “In 2008, Trina Solar’s ​​sales in the domestic PV market accounted for only 1%-2% of the company’s total sales. This situation will definitely change this year because the country has recently encouraged The development of photovoltaic building integration has introduced a new subsidy policy, and we hope that the domestic sales volume will reach 10 megawatts this year."
In 2008, Trina Solar's production capacity was 350 MW. Gao Jifan said that through technology upgrades, the company could increase its annual production to 400 MW. Trina Solar is a photovoltaic enterprise adopting a vertically integrated business model. In addition to the need to purchase polysilicon materials, silicon ingots, silicon wafers, batteries, and components are produced by themselves.
In addition, Gao Jifan told Jiang Qian that Trina Solar has excellent performance in terms of quality and cost of photovoltaic products. In the “Energy Yield 2008 Power Generation Competition†organized by TUV (TÜV Rheinland Group), which was attended by 14 well-known PV manufacturers around the world, from June to September 2008, the monocrystalline components produced by Trina Solar were obtained. Ranked second in the fourth consecutive month. Cost is a key factor for PV's large-scale application. In the fourth quarter of 2008, the cost of Trina Solar's polycrystalline silicon battery, the cost of non-silicon has reached 0.8 US dollars / watt, which is also a global Leading indicator.
Editor: LC-Wheat
Faced with such a "cold" winter, people can't help wondering if China's photovoltaic industry can support it? Will the prospect of the photovoltaic industry be bright?
"The international financial crisis is not to bring a cyclical winter to the photovoltaic industry, but to make this industry return to rationality. Therefore, the current market competition is definitely fierce, which is the stage that any industry must experience. After all, hundreds of the world Home and even thousands of companies compete in the same industry. This is neither healthy nor justified. 2009 is the return and adjustment year of the photovoltaic industry, and excellent companies will maintain the sustainability of their development, and some Companies with large burdens and poor management may face great pressure.†This is the answer given by Gao Jifan, chairman and CEO of Trina Solar Co., Ltd., a domestic photovoltaic leader.
PV industry investment return rate is still rising
Gao Jifan recently accepted an interview with Jiang Qian, an energy industry analyst with CIC. He admitted that the biggest threat to the PV industry caused by the international financial crisis is the pressure of bank credit. He said to Jiang Qian: "From February to March this year, I spent a month in Europe and conducted face-to-face communication with local bank executives. The feedback was that solar energy is a strategic development in Europe. Directions, so they will tilt to this area as much as possible. Take a European bank as an example, their investment in the photovoltaic industry this year will increase by 50% to 100% compared with last year."
Gao Jifan expects that the price of solar modules will decline this year. Compared with the same period of last year, the price of components has dropped by about 30%. However, the decline in photovoltaic prices is much smaller than the price of solar modules. Germany has only dropped by 9 percentage points. It can be seen that despite the decline in component prices, the return on investment of photovoltaic power plants has increased significantly. Therefore, although the photovoltaic power plant project is now experiencing credit pressure, due to the high return on investment, the capital of all parties is still gathering in this field. In the second half of this year, there will definitely be very good recovery growth.
To build a Fortune 500 company needs policy support
Gao Jifan said: "In 2008, China's PV production accounted for about 30% of the global market, and it ranks first in the world in terms of production capacity. I believe that it will continue to grow in the future, but only if our governments at all levels can develop solar energy. As an important direction, the solar industry is China's leading high-tech industry in the world. If the government can raise it to the national level as a strategic industry, the share of Chinese products will account for more than 50% in the next three to five years. â€
2009 is the year of China's PV industry, and the application of China's PV is currently in a development stage. From a global perspective, China will certainly become one of the major markets for solar photovoltaic power generation in the world. In the next three to five years, Gao Jifan said that it is possible for China to increase to 10% of the global market in the next three to five years. By 2012, it is possible that the annual installed capacity of photovoltaic power generation in the country will reach 1.5-2.5GW.
Gao Jifan believes that there are two key points for the country to support industrial development. First, for the market, it is necessary to implement the subsidy policy that is now introduced. This will not only affect Chinese enterprises, but also other countries in the world that promote renewable energy, because China's solar energy application. The growth of the market will strengthen the confidence of investors. Second, the central government and some provinces with good industrial bases should regard the photovoltaic industry as a strategic industry. Jiangsu Province has already started to develop a support plan for the photovoltaic industry. On this basis, we must add a little more. In addition to the support policies for the whole country, we must also support some leading enterprises. It takes about 10 years to train these leading enterprises (or support them to put themselves in themselves). Developed into a Fortune 500 company, just as South Korea supported Samsung and other companies. It is entirely possible for two or three companies in China's solar photovoltaic industry to achieve sales of tens of billions of dollars in 10 to 15 years, but rely on the support of various forces. In the photovoltaic industry, there will be a Fortune 500 company and a professional company. The key is whether it is in China or abroad.
Trina Solar will expand its domestic market
Gao Jifan also revealed that, like most solar cell manufacturers in China, most of Trina Solar's market is abroad. In 2008, Trina Solar's sales in Germany and Spain each accounted for about 30% of the company's total sales, while the Italian market also accounted for more than 20% of the company's total sales. The share of the US market in Trina Solar is not too large, and it was less than 5 percentage points in 2008. However, it is expected that there will be a large increase in business in the United States this year, because the United States regards new energy as an engine of its economic recovery. According to President Obama’s new energy policy, 10% of US electricity consumption will come from 2012 by 2012. Renewable Energy. In 2009, our goal was to increase the US market share of total company sales to around 15%.
As for the domestic market, he said, “In 2008, Trina Solar’s ​​sales in the domestic PV market accounted for only 1%-2% of the company’s total sales. This situation will definitely change this year because the country has recently encouraged The development of photovoltaic building integration has introduced a new subsidy policy, and we hope that the domestic sales volume will reach 10 megawatts this year."
In 2008, Trina Solar's production capacity was 350 MW. Gao Jifan said that through technology upgrades, the company could increase its annual production to 400 MW. Trina Solar is a photovoltaic enterprise adopting a vertically integrated business model. In addition to the need to purchase polysilicon materials, silicon ingots, silicon wafers, batteries, and components are produced by themselves.
In addition, Gao Jifan told Jiang Qian that Trina Solar has excellent performance in terms of quality and cost of photovoltaic products. In the “Energy Yield 2008 Power Generation Competition†organized by TUV (TÜV Rheinland Group), which was attended by 14 well-known PV manufacturers around the world, from June to September 2008, the monocrystalline components produced by Trina Solar were obtained. Ranked second in the fourth consecutive month. Cost is a key factor for PV's large-scale application. In the fourth quarter of 2008, the cost of Trina Solar's polycrystalline silicon battery, the cost of non-silicon has reached 0.8 US dollars / watt, which is also a global Leading indicator.
Editor: LC-Wheat
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